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Stoughton, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-16 |
| MN | RA | APPROVED | 2024-12-08 |
| WI | RA | APPROVED | 2024-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brooks Larson, Llc | Lakeville | MN | 11/1994 | Present |
| Brooks B. Larson; Self Employed | Lakeville | MN | 01/1991 | Present |
| Wealth Planning Advisors Llc | Eau Claire | WI | 10/2024 | Present |
Mr. Larson is currently engaged in an LLC (TYM&D, LLC) created for family estate planning purposes. The LLC is not in the business of buying or selling real estate and exists only to establish that currently held real estate is "rented" only to family members. Mr. Larson is also engaged in business with Wealth Planning Advisors LLC, an RIA as a financial planner and is in the process of merging his current business with Wealth Planning Advisors LLC. Throughout this process, Mr. Larson will be registered with both Brooks Larson Wealth Management and Wealth Planning Advisors LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-27 |
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